Jane Michener

@Relyea Zuckerberg Hanson Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$743.55M

Total holdings254

Assets growth rate13.15%

Assets growth rate (2-Q avg)11.69%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Relyea Zuckerberg Hanson Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 254 positions.

Assets under management

The assets under management (AUM) of Relyea Zuckerberg Hanson Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 743.55M in assets, with a quarterly growth rate of 13.15% and a 2-quarter average growth rate of 11.69%. The portfolio is managed by Jane Michener, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EMREmerson Elec Co Recent Activity Increased 39.62%	0.13%	$914,287 7,377 shares@ $123.94 avg price	Increased 39.62%
NOWServicenow Inc Recent Activity Increased 89.53%	0.12%	$882,020 832 shares@ $1060.13 avg price	Increased 89.53%
NUSCNushares Etf Tr Recent Activity Increased 19.5%	0.12%	$848,997 20,271 shares@ $41.89 avg price	Increased 19.5%
SPGIS&p Global Inc Recent Activity Increased 4.77%	0.12%	$831,776 1,670 shares@ $498.07 avg price	Increased 4.77%
AIQGlobal X Fds Recent Activity Increased 1.17%	0.12%	$827,999 21,429 shares@ $38.64 avg price	Increased 1.17%
PMPhilip Morris Intl Inc Recent Activity Increased 112.47%	0.12%	$824,607 6,852 shares@ $120.35 avg price	Increased 112.47%
BACBank America Corp Recent Activity Increased 3.38%	0.11%	$812,856 18,495 shares@ $43.96 avg price	Increased 3.38%
CRMSalesforce Inc Recent Activity Increased 5.33%	0.11%	$780,995 2,336 shares@ $334.34 avg price	Increased 5.33%
CVXChevron Corp New Recent Activity Increased 12.38%	0.11%	$776,258 5,359 shares@ $144.86 avg price	Increased 12.38%
IJHIshares Tr Recent Activity Increased 0.43%	0.11%	$756,398 12,139 shares@ $62.32 avg price	Increased 0.43%